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10 Best Performing SIP Plans for 10, 20 Year Investment 2020

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10 Best SIP Plans for 10 , 20 Year Investment 2020

Updated on October 17, 2020 , 66572 views

Best SIP Plans? How to choose them? These are some of the common questions that occur in the mind of investors when thinking of investing in Mutual Funds through a SIP or Systematic Investment plan. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds.

SIP

Moreover, the minimum amount of investing in a SIP Mutual Fund is as less as INR 500. This makes investing in Top SIP plans much convenient.

Why Should you Invest in SIP or Systematic Investment Plan?

Some of the benefits of investing in a SIP are:

Power of Compounding

Systematic Investment Plans also offer the benefit of the Power of Compounding. Simple interest is when you gain interest on only the principal. In the case of compound interest, the interest amount is added to the principal, and interest is calculated on the new principal (old principal plus gains). This process continues every time. Since the mutual funds in the SIP are in installments, they are compounded, which adds more to the initially invested sum.

Rupee Cost Averaging

The biggest benefit that a systematic investment plan offers is Rupee Cost Averaging which helps an individual to average out the cost of an asset purchase. While making a lump sum investment in a mutual fund a certain number of units are purchased by the investor all at once, in the case of a SIP the purchase of units is done over a long period and these are spread out equally over monthly intervals (usually). Due to the investment being spread out over time, the investment is made into the stock market at different price points giving the investor the benefit of averaging cost, hence the term rupee cost averaging.

Affordability

SIPs are a very affordable option for the masses to start savings since the minimum amount required for each installment (that too monthly!) can be as low as INR 500. Some Mutual Fund companies even offer something called a MicroSIP where the ticket size is as low as INR 100.

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Risk Reduction

Given that a systematic investment plan is spread over a long period of time, one catches all periods of the stock market, the ups and more importantly the downturns. In downturns, when fear catches most investors, SIP installments continue ensuring the investors buy low.

Best SIP Plans for 10, 20 Year Investment in FY 20 - 21

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹47.6283
↓ -0.14
₹2,252 500 9.93348.125.818.634.2
DSP BlackRock World Gold Fund Growth ₹21.0257
↑ 0.02
₹860 500 2.428.757.618.41735.1
Aditya Birla Sun Life Digital India Fund Growth ₹74.83
↑ 0.01
₹611 1,000 26.962.437.425.3169.6
ICICI Prudential US Bluechip Equity Fund Growth ₹34.76
↑ 0.16
₹822 100 2.713.618.417.214.834.3
ICICI Prudential Technology Fund Growth ₹84.13
↓ -0.31
₹692 100 3380.743.52614.82.3
Parag Parikh Long Term Equity Fund Growth ₹31.8698
↓ -0.08
₹4,798 1,000 11.835.822.712.613.914.4
Mirae Asset Emerging Bluechip Fund Growth ₹59.687
↑ 0.65
₹11,466 1,000 1027.810.56.413.514.7
Kotak Gold Fund Growth ₹21.0102
↑ 0.04
₹715 1,000 3.8430.617.912.624.1
SBI Small Cap Fund Growth ₹58.4498
↑ 0.46
₹5,321 500 16.732.311.84.212.56.1
SBI Gold Fund Growth ₹15.8151
↑ 0.01
₹822 500 3.6-4.131.418.512.422.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Oct 20
*Funds below are considering best CAGR returns for over 5 years and fund having atleast have market history (Fund age) of 5 year and have minimum 500 Crore of asset under management.

1. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 19.7% since its launch.  Ranked 6 in Global category.  Return for 2019 was 34.2% , 2018 was 6.5% and 2017 was 18.1% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (16 Oct 20) ₹47.6283 ↓ -0.14   (-0.30 %)
Net Assets (Cr) ₹2,252 on 30 Sep 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.56
Sharpe Ratio 1.61
Information Ratio 0.1
Alpha Ratio 3.64
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹10,530
30 Sep 17₹12,077
30 Sep 18₹16,537
30 Sep 19₹16,178
30 Sep 20₹23,415

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month 6%
3 Month 9.9%
6 Month 33%
1 Year 48.1%
3 Year 25.8%
5 Year 18.6%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Mayank Bukrediwala24 Aug 200.1 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology27.56%
Health Care16.4%
Financial Services14.27%
Consumer Cyclical13.14%
Communication Services7.96%
Industrials5.83%
Real Estate5.79%
Consumer Defensive2.2%
Basic Materials1.21%
Asset Allocation
Asset ClassValue
Cash1.75%
Equity94.72%
Other3.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹2,253 Cr4,631,642
↑ 111,337
Call, Cash & Other Assets
CBLO | -
0%-₹1 Cr

2. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 5.8% since its launch.  Ranked 11 in Global category.  Return for 2019 was 35.1% , 2018 was -10.7% and 2017 was -4% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (16 Oct 20) ₹21.0257 ↑ 0.02   (0.08 %)
Net Assets (Cr) ₹860 on 30 Sep 20
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.32
Sharpe Ratio 0.94
Information Ratio -1.09
Alpha Ratio -6.56
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹18,559
30 Sep 17₹15,414
30 Sep 18₹12,951
30 Sep 19₹17,118
30 Sep 20₹25,362

DSP BlackRock World Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for DSP BlackRock World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month -7.1%
3 Month 2.4%
6 Month 28.7%
1 Year 57.6%
3 Year 18.4%
5 Year 17%
10 Year
15 Year
Since launch 5.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
2013 -41.5%
2012 -5.8%
2011 -2.6%
2010 29%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 137.59 Yr.

Data below for DSP BlackRock World Gold Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Basic Materials91.07%
Asset Allocation
Asset ClassValue
Cash5.3%
Equity92.22%
Debt0.04%
Other2.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
97%₹835 Cr2,224,850
↑ 242,297
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
5%₹41 Cr
Net Receivables/Payables
Net Current Assets | -
2%-₹16 Cr

3. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of 10.2% since its launch.  Ranked 33 in Sectoral category.  Return for 2019 was 9.6% , 2018 was 15.6% and 2017 was 22.4% .

Below is the key information for Aditya Birla Sun Life Digital India Fund

Aditya Birla Sun Life Digital India Fund
Growth
Launch Date 15 Jan 00
NAV (19 Oct 20) ₹74.83 ↑ 0.01   (0.01 %)
Net Assets (Cr) ₹611 on 30 Sep 20
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.75
Sharpe Ratio 0.86
Information Ratio 0.58
Alpha Ratio 6.16
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹9,468
30 Sep 17₹10,191
30 Sep 18₹14,730
30 Sep 19₹15,096
30 Sep 20₹19,839

Aditya Birla Sun Life Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Aditya Birla Sun Life Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month 5.1%
3 Month 26.9%
6 Month 62.4%
1 Year 37.4%
3 Year 25.3%
5 Year 16%
10 Year
15 Year
Since launch 10.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
2013 50.2%
2012 3.7%
2011 -21.8%
2010 16.6%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 146.71 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology74.05%
Communication Services13.47%
Industrials9.62%
Asset Allocation
Asset ClassValue
Cash2.85%
Equity97.14%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
24%₹148 Cr1,470,909
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
8%₹50 Cr634,366
↓ -69,252
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
6%₹38 Cr907,923
↓ -223,163
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
6%₹36 Cr143,183
↑ 49,480
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
5%₹31 Cr387,067
↓ -137,199
Majesco Ltd (Technology)
Equity, Since 31 Jan 18 | 539289
5%₹30 Cr364,392
↓ -93,059
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
5%₹30 Cr769,609
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 517174
4%₹27 Cr8,159
Apple Inc (Technology)
Equity, Since 30 Nov 18 | AAPL
3%₹21 Cr25,144
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹20 Cr147,331
↓ -7,790

4. ICICI Prudential US Bluechip Equity Fund

The investment objective of ICICI Prudential US Bluechip Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities (including ADRs/GDRs issued by Indian and foreign companies) of companies listed on New York Stock Exchange and/or NASDAQ. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential US Bluechip Equity Fund is a Equity - Global fund was launched on 6 Jul 12. It is a fund with High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 7 in Global category.  Return for 2019 was 34.3% , 2018 was 5.2% and 2017 was 14.1% .

Below is the key information for ICICI Prudential US Bluechip Equity Fund

ICICI Prudential US Bluechip Equity Fund
Growth
Launch Date 6 Jul 12
NAV (16 Oct 20) ₹34.76 ↑ 0.16   (0.46 %)
Net Assets (Cr) ₹822 on 30 Sep 20
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 0.74
Information Ratio -0.22
Alpha Ratio -0.01
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-3 Months (3%),3-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹11,217
30 Sep 17₹12,880
30 Sep 18₹16,372
30 Sep 19₹17,090
30 Sep 20₹19,953

ICICI Prudential US Bluechip Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for ICICI Prudential US Bluechip Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month 0.7%
3 Month 2.7%
6 Month 13.6%
1 Year 18.4%
3 Year 17.2%
5 Year 14.8%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.3%
2018 5.2%
2017 14.1%
2016 11.6%
2015 0.7%
2014 12.7%
2013 45.7%
2012
2011
2010
Fund Manager information for ICICI Prudential US Bluechip Equity Fund
NameSinceTenure
Rohan Maru19 Sep 137.04 Yr.
Priyanka Khandelwal30 Jun 173.25 Yr.

Data below for ICICI Prudential US Bluechip Equity Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology19.11%
Health Care17.75%
Consumer Defensive15.28%
Industrials12.71%
Financial Services11.6%
Consumer Cyclical9.57%
Communication Services6.59%
Basic Materials2.71%
Energy0.98%
Asset Allocation
Asset ClassValue
Cash3.69%
Equity96.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Salesforce.com Inc (Technology)
Equity, Since 31 Dec 18 | CRM
3%₹25 Cr12,340
Aspen Technology Inc (Technology)
Equity, Since 30 Jun 20 | AZPN
3%₹24 Cr25,632
Biogen Inc (Healthcare)
Equity, Since 31 Dec 15 | BIIB
3%₹23 Cr11,038
↑ 1,503
American Express Co (Financial Services)
Equity, Since 31 Mar 20 | AXP
3%₹23 Cr30,776
↑ 2,829
Constellation Brands Inc A (Consumer Defensive)
Equity, Since 31 Mar 20 | STZ
3%₹23 Cr16,697
↑ 1,884
Comcast Corp Class A (Communication Services)
Equity, Since 31 May 20 | CMCSA
3%₹23 Cr68,332
↑ 6,365
Coca-Cola Co (Consumer Defensive)
Equity, Since 30 Jun 20 | KO
3%₹22 Cr61,445
↑ 6,502
Altria Group Inc (Consumer Defensive)
Equity, Since 30 Sep 19 | MO
3%₹22 Cr68,838
↑ 5,178
Kellogg Co (Consumer Defensive)
Equity, Since 31 Dec 18 | K
3%₹22 Cr42,435
↑ 3,644
Gilead Sciences Inc (Healthcare)
Equity, Since 31 May 16 | GILD
3%₹22 Cr45,067
↑ 8,889

5. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 10.9% since its launch.  Ranked 37 in Sectoral category.  Return for 2019 was 2.3% , 2018 was 19.1% and 2017 was 19.8% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (19 Oct 20) ₹84.13 ↓ -0.31   (-0.37 %)
Net Assets (Cr) ₹692 on 30 Sep 20
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 0.91
Information Ratio -0.35
Alpha Ratio 4.24
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹8,933
30 Sep 17₹9,486
30 Sep 18₹14,364
30 Sep 19₹13,890
30 Sep 20₹18,896

ICICI Prudential Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for ICICI Prudential Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month 3.8%
3 Month 33%
6 Month 80.7%
1 Year 43.5%
3 Year 26%
5 Year 14.8%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
2013 62.6%
2012 17.1%
2011 -18.9%
2010 44.5%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 173.22 Yr.
Priyanka Khandelwal8 Jul 200.23 Yr.
Vaibhav Dusad2 May 200.41 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology69.59%
Communication Services18.45%
Industrials4.9%
Consumer Defensive0.85%
Asset Allocation
Asset ClassValue
Cash6.21%
Equity93.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
27%₹149 Cr1,609,724
↓ -200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
10%₹53 Cr1,036,840
↑ 515,576
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
7%₹36 Cr158,185
↑ 85,000
IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 30 Jun 20 | 542726
6%₹32 Cr86,256
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
5%₹26 Cr356,099
↑ 183,973
Hexaware Technologies Ltd (Technology)
Equity, Since 31 May 20 | 532129
5%₹25 Cr623,965
↓ -50,000
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
4%₹22 Cr806,936
↑ 130,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Jul 16 | 540005
4%₹22 Cr88,788
↓ -7,630
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI
3%₹16 Cr48,545
↑ 48,545
TeamLease Services Ltd (Industrials)
Equity, Since 31 May 20 | TEAMLEASE
3%₹15 Cr64,340

6. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Ranked 34 in Multi Cap category.  Return for 2019 was 14.4% , 2018 was -0.4% and 2017 was 29.4% .

Below is the key information for Parag Parikh Long Term Equity Fund

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (19 Oct 20) ₹31.8698 ↓ -0.08   (-0.24 %)
Net Assets (Cr) ₹4,798 on 30 Sep 20
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 0.73
Information Ratio 1.02
Alpha Ratio 19.61
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹11,466
30 Sep 17₹13,785
30 Sep 18₹15,292
30 Sep 19₹15,923
30 Sep 20₹19,739

Parag Parikh Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Parag Parikh Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month 1.8%
3 Month 11.8%
6 Month 35.8%
1 Year 22.7%
3 Year 12.6%
5 Year 13.9%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
2010
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 164.68 Yr.
Rajeev Thakkar24 May 137.36 Yr.
Raunak Onkar24 May 137.36 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services22.56%
Technology21.26%
Consumer Cyclical20.74%
Communication Services11.87%
Consumer Defensive9.61%
Health Care7.32%
Asset Allocation
Asset ClassValue
Cash6.63%
Equity93.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
8%₹397 Cr2,958,527
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
7%₹356 Cr15,323
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
7%₹337 Cr19,644,240
↑ 800,005
Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG
7%₹330 Cr30,398
↑ 4,025
Mphasis Ltd (Technology)
Equity, Since 30 Jun 13 | 526299
6%₹271 Cr1,955,578
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹252 Cr802,207
Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB
5%₹240 Cr124,349
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
5%₹224 Cr146,780
↑ 58,700
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
4%₹215 Cr889,164
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jul 20 | 540750
4%₹186 Cr8,955,802
↑ 1,557,560

7. Mirae Asset Emerging Bluechip Fund

The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns.

Mirae Asset Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 9 Jul 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19% since its launch.  Return for 2019 was 14.7% , 2018 was -5.4% and 2017 was 49% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (19 Oct 20) ₹59.687 ↑ 0.65   (1.09 %)
Net Assets (Cr) ₹11,466 on 30 Sep 20
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 0.27
Information Ratio 1
Alpha Ratio 3.36
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹12,319
30 Sep 17₹15,441
30 Sep 18₹15,711
30 Sep 19₹17,489
30 Sep 20₹18,985

Mirae Asset Emerging Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Mirae Asset Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month 0.7%
3 Month 10%
6 Month 27.8%
1 Year 10.5%
3 Year 6.4%
5 Year 13.5%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.7%
2018 -5.4%
2017 49%
2016 12.2%
2015 14.1%
2014 84.6%
2013 8.6%
2012 45.6%
2011 -15.2%
2010
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 1010.24 Yr.
Ankit Jain31 Jan 191.67 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services30.12%
Technology10.61%
Consumer Defensive9.78%
Consumer Cyclical9.54%
Industrials9.43%
Health Care8.4%
Basic Materials7.28%
Energy6.04%
Utility3.47%
Communication Services3.27%
Asset Allocation
Asset ClassValue
Cash0.65%
Equity99.35%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹802 Cr7,185,544
↑ 730,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹627 Cr15,887,341
↑ 1,340,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
4%₹475 Cr5,112,720
↑ 160,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹471 Cr9,487,588
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
4%₹429 Cr2,064,196
↓ -420,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹381 Cr7,434,000
↑ 4,300,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS
3%₹329 Cr1,458,005
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 18 | 500271
3%₹313 Cr5,311,393
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹310 Cr14,610,277
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹294 Cr4,634,286

8. Kotak Gold Fund

The investment objective of the scheme is to generate returns by investing in units of Kotak Gold Exchange Traded Fund.

Kotak Gold Fund is a Gold - Gold fund was launched on 25 Mar 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.1% since its launch.  Return for 2019 was 24.1% , 2018 was 7.3% and 2017 was 2.5% .

Below is the key information for Kotak Gold Fund

Kotak Gold Fund
Growth
Launch Date 25 Mar 11
NAV (19 Oct 20) ₹21.0102 ↑ 0.04   (0.18 %)
Net Assets (Cr) ₹715 on 30 Sep 20
Category Gold - Gold
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.56
Sharpe Ratio 1.56
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹11,785
30 Sep 17₹10,946
30 Sep 18₹11,128
30 Sep 19₹13,852
30 Sep 20₹18,228

Kotak Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Kotak Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month -3.4%
3 Month 3.8%
6 Month 4%
1 Year 30.6%
3 Year 17.9%
5 Year 12.6%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 24.1%
2018 7.3%
2017 2.5%
2016 10.2%
2015 -8.4%
2014 -10%
2013 -7.7%
2012 10.9%
2011
2010
Fund Manager information for Kotak Gold Fund
NameSinceTenure
Abhishek Bisen25 Mar 119.53 Yr.

Data below for Kotak Gold Fund as on 30 Sep 20

Asset Allocation
Asset ClassValue
Cash3.14%
Other96.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Gold ETF
- | KOTAKGOLDE
98%₹704 Cr15,949,769
↑ 760,000
Triparty Repo
CBLO/Reverse Repo | -
2%₹15 Cr
Net Current Assets/(Liabilities)
Net Current Assets | -
1%-₹4 Cr

9. SBI Small Cap Fund

(Erstwhile SBI Small & Midcap Fund)

The Scheme seeks to generate income and long term capital appreciation by investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies

SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 4 in Small Cap category.  Return for 2019 was 6.1% , 2018 was -19.6% and 2017 was 78.7% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (19 Oct 20) ₹58.4498 ↑ 0.46   (0.79 %)
Net Assets (Cr) ₹5,321 on 30 Sep 20
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.37
Information Ratio 0.92
Alpha Ratio -1.43
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹11,931
30 Sep 17₹15,871
30 Sep 18₹16,095
30 Sep 19₹16,749
30 Sep 20₹18,800

SBI Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for SBI Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month -3%
3 Month 16.7%
6 Month 32.3%
1 Year 11.8%
3 Year 4.2%
5 Year 12.5%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
2011 -24.3%
2010 19%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 136.88 Yr.

Data below for SBI Small Cap Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Industrials30.73%
Basic Materials21.22%
Consumer Cyclical19.52%
Consumer Defensive7.21%
Financial Services7.16%
Health Care4.46%
Technology4.06%
Utility0.6%
Real Estate0.32%
Asset Allocation
Asset ClassValue
Cash4.6%
Equity95.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
5%₹271 Cr1,800,700
↑ 495,465
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
5%₹267 Cr22,000,000
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
4%₹191 Cr370,000
↑ 18,000
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹186 Cr2,900,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB
3%₹182 Cr13,000,000
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
3%₹181 Cr9,000,000
↑ 485,572
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532504
3%₹174 Cr790,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
3%₹172 Cr1,300,000
↑ 573,283
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹167 Cr2,135,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Jul 20 | PIIND
3%₹156 Cr790,000
↓ -357,476

10. SBI Gold Fund

The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS).

SBI Gold Fund is a Gold - Gold fund was launched on 12 Sep 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 5.2% since its launch.  Return for 2019 was 22.8% , 2018 was 6.4% and 2017 was 3.5% .

Below is the key information for SBI Gold Fund

SBI Gold Fund
Growth
Launch Date 12 Sep 11
NAV (19 Oct 20) ₹15.8151 ↑ 0.01   (0.09 %)
Net Assets (Cr) ₹822 on 30 Sep 20
Category Gold - Gold
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 0.43
Sharpe Ratio 1.68
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹11,786
30 Sep 17₹11,007
30 Sep 18₹11,054
30 Sep 19₹13,554
30 Sep 20₹18,041

SBI Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for SBI Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month -1.5%
3 Month 3.6%
6 Month -4.1%
1 Year 31.4%
3 Year 18.5%
5 Year 12.4%
10 Year
15 Year
Since launch 5.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 22.8%
2018 6.4%
2017 3.5%
2016 10%
2015 -8.1%
2014 -10.2%
2013 -6.6%
2012 10.9%
2011
2010
Fund Manager information for SBI Gold Fund
NameSinceTenure
Raviprakash Sharma12 Sep 119.06 Yr.

Data below for SBI Gold Fund as on 30 Sep 20

Asset Allocation
Asset ClassValue
Cash1.11%
Other98.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
SBI ETF Gold
- | SETFGOLD
100%₹822 Cr1,822,790
↑ 88,500
Treps
CBLO/Reverse Repo | -
1%₹4 Cr
Net Receivable / Payable
CBLO | -
1%-₹4 Cr

How to Invest in Mutual Fund SIP Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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SHiva, posted on 28 Oct 19 9:03 AM

Well explanation with indepth details.very inspirational information for investment in MF. Thanks.

Heera, posted on 5 Jan 19 4:26 PM

Great! Informative SIP Thread. Very well covered and presented.

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